AGFCX vs VIGAX

Both AGFCX and VIGAX are mutual funds. AGFCX has a lower 5-year return than VIGAX (21.63% vs 23.78%). AGFCX has a higher expense ratio than VIGAX (2.11% vs 0.05%). Below is the comparison between AGFCX and VIGAX.

AGFCX VIGAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Alger Vanguard
Net Assets $4.90M $62.13B
Expense Ratio 2.11% 0.05%
Management Style active passive (index-based)
Dividend Yield 0.00% 0.52%
Minimum Investment $1,000.00 $10,000.00
YTD Return 19.22% 21.34%
1-Year Return 2.69% 3.95%
3-Year Return 24.09% 28.06%
5-Year Return 21.63% 23.78%
10-Year Return 15.77% 18.82%

AGFCX description

The Portfolio seeks long-term capital appreciation. Invests in equity securities of companies of any size that are deemed to conduct their business in a socially responsible manner while demonstrating promising growth potential.

AGFCX performance & returns

YTD Return 19.22%
1-Month Return 1.85%
3-Month Return 2.69%
1-Year Return 2.69%
3-Year Return 24.09%
5-Year Return 21.63%
10-Year Return 15.77%
AGFCX expense ratio is 2.11%.

AGFCX holdings

Top 10 Holdings (49.95% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 9.42%
Apple Inc AAPL 8.22%
Amazon.com Inc AMZN 7.64%
Salesforce.com Inc CRM 4.99%
Visa Inc Class A V 4.59%
Adobe Inc ADBE 4.29%
Facebook Inc A FB 3.09%
The Home Depot Inc HD 2.66%
PayPal Holdings Inc PYPL 2.56%
Alphabet Inc A GOOGL 2.49%

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VIGAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

VIGAX performance & returns

YTD Return 21.34%
1-Month Return 1.94%
3-Month Return 3.95%
1-Year Return 3.95%
3-Year Return 28.06%
5-Year Return 23.78%
10-Year Return 18.82%
VIGAX expense ratio is 0.05%.

VIGAX holdings

Top 10 Holdings (45.34% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 10.83%
Microsoft Corp MSFT 9.67%
Amazon.com Inc AMZN 8.14%
Facebook Inc A FB 3.82%
Alphabet Inc A GOOGL 2.67%
Alphabet Inc Class C GOOG 2.53%
Visa Inc Class A V 1.98%
Tesla Inc TSLA 1.94%
NVIDIA Corp NVDA 1.93%
Mastercard Inc A MA 1.83%

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